Estimates with options
One price or three options: good, better, best. The customer picks one and its total is the price.
Write the estimate, the customer approves it on their phone.
Build estimates from your price list in minutes, offer good, better and best options, and send a link. An approved estimate becomes a job by itself.
What you can do
Lines from your price list
Search and add services and materials; quantity, unit, unit price and VAT per line in a table. Type anything else as a custom line.
Approval and signature by link
The customer opens the estimate on their phone, chooses an option and signs. Nothing to install.
Approvals by phone
If the customer says yes on the phone or in person, the office records it; the estimate keeps who recorded it and how it came.
Validity
Your default validity applies to each estimate; estimates past it show as expired.
From approval to job
An estimate made from an open job adds its lines to that job; otherwise a new job is opened, waiting to be scheduled.
How it works
- 1
Write it
Choose the customer, add lines, and offer options if you like.
- 2
Send it
Send the link, or print it and share it as a PDF.
- 3
Get it approved
The customer chooses and signs; the job is created for you.
Questions
Does the customer need an app?
No. The estimate opens as a web page.
Can I give the estimate as a PDF?
Yes. The browser’s “Save as PDF” makes a tidy document.
How does VAT show?
Each line can have its own VAT rate; totals are split by rate.
Use it with
Invoices and payments
A completed job drafts its own invoice. VAT per line, discount, due date and payment records in one place; overdue invoices get reminders.
Learn moreServices and materials
Services and materials on two pages: price, cost, unit, VAT rate and margin. Bulk price increases, CSV import and export.
Learn moreJobs and schedule
Open a job in seconds when a customer calls, drag it to a technician on the schedule, and follow every step live. Nothing slips, nothing gets mixed up.
Learn moreReady when you are.
Create your company, invite your team and open your first job today.